| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 7,213 | $156,746.78 | $139,932.2 | -$16,814.58 | -10.73% |
| RR rosemary richard WCG Wealth Advisors LLC | 20,038 | $384,143.82 | $388,336.44 | $4,192.62 | 1.09% |
| YA Yinka Akinsola Blue Trust Inc. | 370 | $7,359.3 | $7,178 | -$181.3 | -2.46% |
| PF Phillip Fitzsimmons Hennion & Walsh Asset Management Inc. | 302,496 | $5.96M | $5.87M | -$86,397.43 | -1.45% |
Ashish Sharma DGS Capital Management LLC | 10,750 | $212,097.5 | $208,388.75 | -$3,708.75 | -1.75% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 2,276 | $45,838.64 | $44,245.44 | -$1,593.2 | -3.48% |
Timothy J. Landolt Endowment Wealth Management Inc. | 12,507 | $248,478.33 | $242,948.47 | -$5,529.86 | -2.23% |
Arlie W. Green Fortress Wealth Management Inc. | 29,683 | $559,803.2 | $576,592.27 | $16,789.07 | 3% |
Jeffrey Gilbert Balboa Wealth Partners | 16,595 | $328,388.79 | $321,860.02 | -$6,528.77 | -1.99% |
Edward Lowndes Angeles Wealth Management LLC | 5 | $100.7 | $96.92 | -$3.78 | -3.75% |
Jonathan Seed Seed Wealth Management Inc. | 38,330 | $699,165.72 | $744,751.9 | $45,586.18 | 6.52% |
Lydia Moore MRP Capital Investments LLC | 2,304 | $45,826.92 | $44,755.2 | -$1,071.72 | -2.34% |
| JC Jared Calvert Buck Wealth Strategies LLC | 279 | $5,601 | $5,418.88 | -$182.12 | -3.25% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 23,772 | $475,719.12 | $461,533.38 | -$14,185.74 | -2.98% |
Christopher C. Powers Farther Finance Advisors, LLC | 50,547 | $1M | $980,611.8 | -$21,850.49 | -2.18% |
Jesse Steele Etesian Wealth Advisors, Inc. | 20,301 | $371,050.71 | $394,245.42 | $23,194.71 | 6.25% |
Joshua Stipcich Tidemark, LLC | 13,834 | $275,157.32 | $268,517.94 | -$6,639.38 | -2.41% |
Focus Financial Network Inc. Focus Financial Network, Inc. | 42,009 | $842,057.43 | $814,974.6 | -$27,082.83 | -3.22% |
Jennifer Lutz Trademark Financial Management, LLC | 16,680 | $330,784.34 | $323,925.6 | -$6,858.74 | -2.07% |
Neil Azous Rareview Capital LLC | 24,557 | $486,717.79 | $476,774.15 | -$9,943.64 | -2.04% |